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Rice Partnership LLC Purchases 458 Shares of The Home Depot, Inc. $HD
Rice Partnership LLC lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 21,328 shares of the home improvement retailer’s... More of this article »
Callan Family Office LLC Boosts Stock Holdings in The Home Depot, Inc. $HD
Callan Family Office LLC raised its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 132.8% in the second quarter, Holdings Channel.com reports. The fund owned 22,382 shares of the home improvement retailer’s... More of this article »
McElhenny Sheffield Capital Management LLC Buys New Stake in The Walt Disney Company $DIS
McElhenny Sheffield Capital Management LLC acquired a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 1,655 shares of the entertainment... More of this article »
Stiles Financial Services Inc Has $1.64 Million Position in Netflix, Inc. $NFLX
Stiles Financial Services Inc raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 13.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Palantir Technologies Inc. $PLTR Shares Sold by Vivid Wealth Management LLC
Vivid Wealth Management LLC lowered its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 13.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
L. Roy Papp & Associates LLP Buys 761 Shares of The Home Depot, Inc. $HD
L. Roy Papp & Associates LLP boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 60,289... More of this article »
PepsiCo, Inc. $PEP Shares Sold by Court Place Advisors LLC
Court Place Advisors LLC decreased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.4% during the second quarter, Holdings Channel.com reports. The firm owned 6,646 shares of the company’s stock... More of this article »
Court Place Advisors LLC Sells 249 Shares of Accenture PLC $ACN
Court Place Advisors LLC decreased its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 5.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Galvin Gaustad & Stein LLC Buys 300 Shares of Intuitive Surgical, Inc. $ISRG
Galvin Gaustad & Stein LLC lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 29.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
UnitedHealth Group Incorporated $UNH Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cardano Risk Management B.V. Acquires 6,169 Shares of UnitedHealth Group Incorporated $UNH
Cardano Risk Management B.V. grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Vantage Point Financial LLC Has $603,000 Stock Holdings in Vanguard Total Stock Market ETF $VTI
Vantage Point Financial LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,984 shares of the... More of this article »
WMG Financial Advisors LLC Makes New Investment in Williams Companies, Inc. (The) $WMB
WMG Financial Advisors LLC bought a new position in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Acquires 891 Shares of Union Pacific Corporation $UNP
Cyndeo Wealth Partners LLC lifted its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Raises Stake in McDonald’s Corporation $MCD
Cyndeo Wealth Partners LLC boosted its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 5.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 27,314 shares... More of this article »
Triodos Investment Management BV Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Triodos Investment Management BV lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 0.4% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Moseley Investment Management Inc. Has $584,000 Holdings in UnitedHealth Group Incorporated $UNH
Moseley Investment Management Inc. lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.8% during the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
KRS Capital Management LLC Sells 78 Shares of Accenture PLC $ACN
KRS Capital Management LLC decreased its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 4.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,721 shares of the information... More of this article »
iShares MSCI EAFE ETF $EFA Shares Sold by Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC cut its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
McDonald’s Corporation $MCD Shares Acquired by IFP Advisors Inc
IFP Advisors Inc increased its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 1.3% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 21,849 shares... More of this article »
Tesla, Inc. $TSLA Shares Sold by Trifecta Capital Advisors LLC
Trifecta Capital Advisors LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 26.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 591 shares... More of this article »
Tectonic Advisors LLC Sells 950 Shares of Corteva, Inc. $CTVA
Tectonic Advisors LLC decreased its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 7.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 11,231 shares of the company’s... More of this article »
Walmart Inc. $WMT Shares Sold by Hager Investment Management Services LLC
Hager Investment Management Services LLC lessened its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Coordinated Financial Services Inc. Acquires Shares of 9,937 SPDR Portfolio S&P 500 ETF $SPLG
Coordinated Financial Services Inc. acquired a new stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired... More of this article »
Allegiance Financial Group Advisory Services LLC Invests $330,000 in Tesla, Inc. $TSLA
Allegiance Financial Group Advisory Services LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Coordinated Financial Services Inc. Purchases Shares of 13,483 Vanguard Short-Term Bond ETF $BSV
Coordinated Financial Services Inc. purchased a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
M. Kraus & Co Has $11.69 Million Stake in RTX Corporation $RTX
M. Kraus & Co cut its holdings in RTX Corporation (NYSE:RTX – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Moseley Investment Management Inc. Reduces Position in PepsiCo, Inc. $PEP
Moseley Investment Management Inc. lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Baskin Financial Services Inc. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Baskin Financial Services Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Salesforce Inc. $CRM Holdings Boosted by Pinion Investment Advisors LLC
Pinion Investment Advisors LLC boosted its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 13.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Callan Family Office LLC Lowers Holdings in iShares MSCI EAFE Value ETF $EFV
Callan Family Office LLC reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Colgate-Palmolive Company $CL Stock Holdings Raised by Commerzbank Aktiengesellschaft FI
Commerzbank Aktiengesellschaft FI raised its stake in Colgate-Palmolive Company (NYSE:CL – Free Report) by 7.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 27,837 shares of the company’s... More of this article »
Commerzbank Aktiengesellschaft FI Has $3.59 Million Stake in Kimberly-Clark Co. $KMB
Commerzbank Aktiengesellschaft FI boosted its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 147.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Stonebridge Financial Group LLC Raises Stake in Cummins Inc. $CMI
Stonebridge Financial Group LLC increased its stake in Cummins Inc. (NYSE:CMI – Free Report) by 3.0% during the second quarter, according to its most recent filing with the SEC. The fund owned 13,957 shares of the company’s... More of this article »
Cyndeo Wealth Partners LLC Buys 4,279 Shares of Texas Instruments Incorporated $TXN
Cyndeo Wealth Partners LLC grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 16.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
The TJX Companies, Inc. $TJX Shares Purchased by US Bancorp DE
US Bancorp DE grew its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 6.7% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 646,637 shares of the apparel and home fashions... More of this article »
Optas LLC Lowers Stock Position in Vertex Pharmaceuticals Incorporated $VRTX
Optas LLC lessened its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 49.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
First Merchants Corp Grows Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
First Merchants Corp boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 5.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Financial Security Advisor Inc. Acquires 132 Shares of Danaher Corporation $DHR
Financial Security Advisor Inc. raised its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 3.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
EOG Resources, Inc. $EOG Shares Purchased by 3Chopt Investment Partners LLC
3Chopt Investment Partners LLC boosted its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 10.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Chevron Corporation $CVX Shares Sold by Stonebridge Financial Group LLC
Stonebridge Financial Group LLC decreased its stake in Chevron Corporation (NYSE:CVX – Free Report) by 6.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Stonebridge Financial Group LLC Boosts Stake in Amgen Inc. $AMGN
Stonebridge Financial Group LLC lifted its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Ramirez Asset Management Inc. Acquires 8,100 Shares of AbbVie Inc. $ABBV
Ramirez Asset Management Inc. raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 58.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Capital Advisors Ltd. LLC Cuts Position in Norfolk Southern Corporation $NSC
Capital Advisors Ltd. LLC lessened its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 46.9% during the second quarter, Holdings Channel.com reports. The institutional investor owned 307 shares of the railroad... More of this article »
Maryland State Retirement & Pension System Acquires 1,159 Shares of Intercontinental Exchange Inc. $ICE
Maryland State Retirement & Pension System grew its holdings in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 4.4% in the second quarter, according to its most recent disclosure with the Securities... More of this article »
Corteva, Inc. $CTVA Stock Holdings Lifted by Horizon Bancorp Inc. IN
Horizon Bancorp Inc. IN raised its stake in Corteva, Inc. (NYSE:CTVA – Free Report) by 27.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,670 shares of... More of this article »
Novartis AG $NVS Shares Sold by Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC decreased its position in Novartis AG (NYSE:NVS – Free Report) by 1.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
L. Roy Papp & Associates LLP Sells 500 Shares of Intel Corporation $INTC
L. Roy Papp & Associates LLP trimmed its stake in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 3.2% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 14,956... More of this article »